冬天的月亮
05-16
这次的特朗普中国行表面意义大于实际意义，长期来看依然看好纳斯达克和和费城半导体指数，不过当前费城半导体指数近期暴涨，出现明显加速，警惕回调
沃什宣誓就任美联储主席！加息押注开启？
科技股推动美股续涨，道指两日连创新高，标普连涨八周、创两年多最长连涨周。沃什宣誓就任美联储主席，“新美联储通讯社”：特朗普选沃什本为降息，但市场已开始押注加息。
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JoshuaAlexander
05-16
JoshuaAlexander
半导体这波确实有点加速了，我也偏看多长期，但短线追高有点慌，等回踩会更舒服。
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